Art of the Qualified Plan Audit

Occasionally, a new or existing tax client of our firm wants to set up a retirement plan. For a small employer with limited accounting and human resources […]

The employee benefit plan audit season is in full gear now and, if not already started, your employee benefit plan audit is most likely around the corner.

Practitioners in the retirement plan industry are well aware of the fact that most small plans don’t have to undergo an audit by an independent qualified public accountant, while large plans do.